Q2 Earnings Disappoint: Cencora's fiscal second-quarter revenue rose 3.8% to $78.4 billion, missing Wall Street estimates amid U.S. segment deceleration. Adjusted EPS climbed 7.5% to $4.75, yet fell short of higher forecasts, with negative operating cash flow drawing scrutiny. Social media discussions underscore worries over customer losses and GLP-1 margin drags.
Strategic Wins Shine: Gross margins expanded 45 basis points to 4.31%, fueled by the OneOncology integration and a 13.7% international operating income surge. Management lifted full-year EPS guidance to $17.65-$17.90 and greenlit a $1 billion buyback. Commentators applaud the pivot to higher-margin MSOs and asset pruning.
Shares Slide Amid Outlook: The stock tumbled over 16% after the report, signaling investor unease with growth slowdowns. Still, raised guidance and capital returns temper the negativity. Social media sentiment captures a blend of caution and confidence in execution.
Note: This discussion summary was generated from an AI condensation of post data.
Cencora Insider Trading Activity
Cencora insiders have traded $COR stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $COR stock by insiders over the last 6 months:
- ROBERT P. MAUCH (President & CEO) has made 0 purchases and 4 sales selling 19,050 shares for an estimated $6,776,655.
- LAZARUS KRIKORIAN (SVP & Chief Accounting Officer) sold 4,031 shares for an estimated $1,383,580
- ELIZABETH S CAMPBELL (Executive Vice President) sold 3,351 shares for an estimated $1,146,377
- SILVANA BATTAGLIA (Executive Vice President) sold 1,677 shares for an estimated $578,565
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Cencora Revenue
Cencora had revenues of $78.4B in Q2 2026. This is an increase of 3.85% from the same period in the prior year.
You can track COR financials on Quiver Quantitative's COR stock page.
Cencora Congressional Stock Trading
Members of Congress have traded $COR stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $COR stock by members of Congress over the last 6 months:
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/31, 03/23 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Cencora Hedge Fund Activity
We have seen 648 institutional investors add shares of Cencora stock to their portfolio, and 650 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,321,566 shares (-73.2%) from their portfolio in Q4 2025, for an estimated $1,459,608,916
- FMR LLC added 2,148,227 shares (+64.9%) to their portfolio in Q4 2025, for an estimated $725,563,669
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,085,473 shares (+80.9%) to their portfolio in Q4 2025, for an estimated $704,368,505
- MARSHALL WACE, LLP removed 1,839,818 shares (-92.2%) from their portfolio in Q4 2025, for an estimated $621,398,529
- VIKING GLOBAL INVESTORS LP removed 1,778,135 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $600,565,096
- CITADEL ADVISORS LLC removed 1,185,912 shares (-95.8%) from their portfolio in Q4 2025, for an estimated $400,541,778
- PRICE T ROWE ASSOCIATES INC /MD/ removed 731,075 shares (-9.5%) from their portfolio in Q4 2025, for an estimated $246,920,581
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Cencora Analyst Ratings
Wall Street analysts have issued reports on $COR in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/29/2026
- TD Cowen issued a "Buy" rating on 11/10/2025
To track analyst ratings and price targets for Cencora, check out Quiver Quantitative's $COR forecast page.
Cencora Price Targets
Multiple analysts have issued price targets for $COR recently. We have seen 8 analysts offer price targets for $COR in the last 6 months, with a median target of $409.5.
Here are some recent targets:
- John Belton from Evercore ISI Group set a target price of $360.0 on 04/08/2026
- Glen Santangelo from Barclays set a target price of $425.0 on 02/13/2026
- Stephen Baxter from Wells Fargo set a target price of $429.0 on 02/10/2026
- Lisa Gill from JP Morgan set a target price of $419.0 on 02/10/2026
- Erin Wright from Morgan Stanley set a target price of $400.0 on 01/29/2026
- Brian Tanquilut from Jefferies set a target price of $440.0 on 01/22/2026
- Michael Funk from B of A Securities set a target price of $360.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
